Resource Management’s American Express AXP Stock Holding History

Resource Management’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$598K	Sell	3,654 -10	-0.3%	-$1.71K	0.06%	90
2021 Q3	$614K	Sell	3,664 -1,496	-29%	-$250K	0.07%	91
2021 Q2	$853K	Buy	5,160 +1,502	+41%	+$235K	0.1%	76
2021 Q1	$517K	Buy	3,658 +1	+0%	+$132	0.06%	103
2020 Q4	$442K	Buy	3,657 +2	+0.1%	+$222	0.06%	106
2020 Q3	$366K	Buy	3,655 +2	+0.1%	+$197	0.06%	103
2020 Q2	$347K	Sell	3,653 -8	-0.2%	-$737	0.06%	99
2020 Q1	$313K	Buy	3,661 +15	+0.4%	+$1.75K	0.07%	99
2019 Q4	$454K	Buy	3,646 +2	+0.1%	+$239	0.07%	87
2019 Q3	$431K	Buy	3,644 +21	+0.6%	+$2.58K	0.08%	86
2019 Q2	$447K	Sell	3,623 -99	-3%	-$11.6K	0.08%	85
2019 Q1	$407K	Sell	3,722 -40	-1%	-$4.2K	0.07%	92
2018 Q4	$358K	Buy	3,762 +282	+8%	+$29.5K	0.08%	86
2018 Q3	$371K	Buy	3,480 +2	+0.1%	+$208	0.07%	92
2018 Q2	$340K	Sell	3,478 -56	-2%	-$5.5K	0.07%	88
2018 Q1	$330K	Hold	3,534	–	–	0.07%	88
2017 Q4	$334K	Buy	+3,534	New	+$337K	0.07%	90

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Resource Management's AXP Position: Q4 2021 in Review

Resource Management reduced its American Express (AXP) stake by 0.27% in Q4 2021, selling an estimated $1.71K and leaving 3,654 shares worth $598K. The position accounts for 0.06% of the portfolio, ranked #90.

Resource Management first reported a position in AXP in Q4 2017 and has held it in 17 quarters since. The position peaked at $853K in Q2 2021. 1,999 funds tracked by Wall St. Rank hold AXP as of Q4 2021.

Resource Management held 3,654 shares of American Express worth $598K as of Q4 2021.
Resource Management sold 10 American Express shares in Q4 2021, an estimated $1.71K.
American Express made up 0.06% of Resource Management's portfolio in Q4 2021, its #90 holding.
Resource Management first reported a position in American Express in Q4 2017 and has held it in 17 quarters since.
Resource Management's American Express position peaked at $853K in Q2 2021.
1,999 funds tracked by Wall St. Rank held American Express as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.